0208 166 8476
Based in Aldwych
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 June 2025
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
33
Recent Client Reviews
Lucy has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lucy has received 33 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 July 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Lucy has not yet added their qualifications to their profile
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Lucy has not yet added their qualifications to their profile
Transparent Fees
Lucy has not yet added their fees to their profile
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Lucy has not yet added their fees to their profile
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Lucy
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 14 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 June 2025
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
33
Recent Client Reviews
Lucy has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lucy has received 33 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 July 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Lucy has not yet added their qualifications to their profile
Qualifications not yet added
Lucy has not yet added their qualifications to their profile
Transparent Fees
Lucy has not yet added their fees to their profile
Fees not yet added
Lucy has not yet added their fees to their profile
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Lucy
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 14 first impressions)
Lucy achieved VouchedFor Top Rated Adviser status in 2024. Since joining the Financial Services industry in 2013, she has worked with both individuals and corporate companies, specialising in investment, retirement, and estate planning. Lucy is dedicated to spending time with her clients to fully understand their unique situations, adding real value to their planning by simplifying complexities. Outside of work, Lucy enjoys music and attending sporting events. She also captains her local netball team. Lucy takes pride in working with a diverse range of clients, tailoring her approach to meet their individual needs. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an invest.
Offers available through VouchedFor
Contact Lucy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lucy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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